Overview
Assets Under Management: $120 million
Headquarters: LA MESA, CA
High-Net-Worth Clients: 43
Average Client Assets: $1.8 million
Frequently Asked Questions
TWEET MANAGEMENT SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156730), TWEET MANAGEMENT SERVICES, INC. is subject to fiduciary duty under federal law.
TWEET MANAGEMENT SERVICES, INC. is headquartered in LA MESA, CA.
TWEET MANAGEMENT SERVICES, INC. serves 43 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, TWEET MANAGEMENT SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
TWEET MANAGEMENT SERVICES, INC. manages $120 million in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, TWEET MANAGEMENT SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.07%
Average Client Assets: $1.8 million
Total Client Accounts: 665
Non-Discretionary Accounts: 665
Regulatory Filings
CRD Number: 156730
Filing ID: 2094440
Last Filing Date: 2026-04-14 10:52:19